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Everhart Financial Group’s Parker-Hannifin PH Stock Holding History

Everhart Financial Group’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
1,240
-85
-6% -$77.9K 0.08% 140
2026
Q1 		$1.19M Buy
1,325
+200
+18% +$189K 0.1% 133
2025
Q4 		$989K Buy
1,125
+60
+6% +$49.1K 0.09% 157
2025
Q3 		$807K Buy
1,065
+53
+5% +$39.1K 0.08% 181
2025
Q2 		$707K Buy
1,012
+312
+45% +$197K 0.08% 183
2025
Q1 		$425K Sell
700
-268
-28% -$175K 0.06% 235
2024
Q4 		$616K Buy
968
+18
+2% +$11.9K 0.13% 156
2024
Q3 		$600K Buy
950
+341
+56% +$194K 0.13% 169
2024
Q2 		$308K Buy
609
+18
+3% +$9.65K 0.08% 220
2024
Q1 		$328K Buy
591
+22
+4% +$11.2K 0.1% 204
2023
Q4 		$262K Buy
569
+35
+7% +$14.6K 0.09% 201
2023
Q3 		$208K Buy
+534
New +$215K 0.09% 202

Other funds holding PH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Everhart Financial Group's PH Position: Q2 2026 in Review

Everhart Financial Group reduced its Parker-Hannifin (PH) stake by 6.4% in Q2 2026, selling an estimated $77.9K and leaving 1,240 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #140.

Everhart Financial Group first reported a position in PH in Q3 2023 and has held it in 12 quarters since. 341 funds tracked by Wall St. Rank hold PH as of Q2 2026.

  • Everhart Financial Group held 1,240 shares of Parker-Hannifin worth $1.21M as of Q2 2026.
  • Everhart Financial Group sold 85 Parker-Hannifin shares in Q2 2026, an estimated $77.9K.
  • Parker-Hannifin made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #140 holding.
  • Everhart Financial Group first reported a position in Parker-Hannifin in Q3 2023 and has held it in 12 quarters since.
  • 341 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.